新div
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There was an exchange intervention in dollar/yen last week It was this week that the exchange rate wasn't stable The exchange rate is also gradually weakening in the direction of yen depreciation It's coming back. From the semiconductor stock crash in ASML's financial results You also need to be careful on Monday after the 3rd If you look at the chart from 3 months ago, it's about time Are the adjustments coming to an end? If semiconductor brands rise rapidly in the next financial results If adjustments are likely to occur what about buying up selling I'm concentrating, so maybe I need to be careful in the future. ,
新div
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Cut a loss on Chipotle Mexican Determine profits for Tempus AI and Vital Farms Concentrate on the NVDL Bull 2x NVDL.MARA.CELH and then a small amount of other shares The NVDL ownership rate was set to number one.
新div
OP
新div
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Since it was split after the NVDAQ1 settlement The transaction volume has increased since before the buy/sell split Since stakeholders, including the CEO of NVDA, are selling, it is unavoidable that sales pressure is high and stock prices will drop. Do split stocks continue to decline for a certain period of time This can also be said for brands. NVDA announced that the guidance outlook for May-July is good in the Q1 financial results and raised it before the split, so in Q2 Match the answers. M7 companies all bought NVDA GPUs, TMSC is also increasing the manufacturing ratio of AI semiconductors, so in the long run the current decline is rather Biden to lower stock prices before Trump's presidential election Maybe it's a tactic to heat up right before. Buy when people aren't. When there are a lot of sales, the more aggressive the buying. Sell when people want to buy. I know, but it's difficult.
新div
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Or rather, due to a pattern of interest rate cuts is that completely different? IT bubble Lehman shock corona shock All of them are completely different (--⸺-) depending on the pattern. Some brands of semiconductors are the more heated this time It's far from a bubble. The AI bubble hasn't come yet. Lehman shock Bank accounts are going well New York Community Bancorp If you notice it, they'll mess it up and take it You also need to be careful about the economy and employment It's still not enough to be pessimistic. corona shock Economic activity has stopped High incidence of unemployment I still can't feel safe about COVID-19 economic activity Inbound traffic is also increasing It doesn't apply to any of them. You need to be careful. including quite a few external factors Can you pull it up and down Summer rally, summer dry, presidential election. Perhaps the most careful thing is Powell's statements and actions.
新div
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The most important thing is At what timing is Mr. Powell Are you going to cut interest rates? Every pattern is as soon as interest rate cuts start Not at all (---⸺-).
新div
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All semiconductor brands collapsed due to one brand. From last week's attack on Mr. Trump US market slapstick In a sense, he has more voice than Biden Stock rises and falls due to Mr. Trump's remarks It's scary to think about being influenced. presidential election. Will AMSL's decline stop falling anyway OK, check it out.
新div
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Keep MARA for now I still haven't let my guard down Today's plus Krispy Kreme Donuts and Rubik's Profit was determined today NVDL Bull enters double in today with a 12% drop If it's around NVDA's 118$ I can stand some ups and downs, and if it goes down Consider buying more. In the end, it is safe to own the semiconductor brand NVDA. They also own physical goods. Bull 2 times was closed before and after NVDA's financial results while watching ASML's financial results, and if that succeeds this time, consider next time I wonder what will happen in the future.
新div
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The previous financial results were also based on industry predictions and guidance. Future prospects were strict, and conductor stocks in the latter half of ASML's financial results were adjusted over several days. Is ASML analysts' consensus too high? It seems better to be fully vigilant when settling accounts in the future, including this one. ASML companies are companies that actively buy back their own shares, so even if it falls like last time, for some reason, stock prices have returned before settlement. ASML and Tokyo Electron semiconductor manufacturer As for semiconductor brands linked to that, it seems better to be wary for the next few days anyway. What are Japan-US semiconductor brands We can expect TSMC's Q2 financial results tomorrow Guidance is important, isn't it? For businesses Apple is the biggest customer Semiconductors for NVDA TSMC's financial results continue to be important This weekend and the beginning of the week will be semiconductor brand monitoring, isn't it? I want to be good at picking up the push. I want ARM.
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IPOドカンJr
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I wonder if semiconductor brands are dangerous if the market opens today. Where does it stop? Check the stocks you want Even before the draw I'm afraid of Japanese stocks tomorrow too It certainly seemed like disco settlement was close.
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I managed to endure it and clenched MARA finally. Moomoo focuses on small-cap stocks I have a portfolio, but the balance isn't right. I'm worried about messing around with it.
新div OP : Rather than an improvement from the results of the previous employment statistics,
Why is the current high interest rate pressure
Certainly.